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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,726 | $56,544-75.7% | $75,501-81.8% | $70,126-80.4% |
| Participation rate | 42.4% | 68.1%-25.7pp | 72.4%-30.0pp | 69.5%-27.2pp |
| Annual return | 20.48% | 23.59%-3.1pp | 27.35%-6.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $558 | $1,817-69.3% | $2,352-76.3% | $2,343-76.2% |
| Participant deferral / active EE | $1,561 | $2,580-39.5% | $3,142-50.3% | $3,332-53.1% |
| Admin fee / account holder | $1,191 | $3,827-68.9% | $5,801-79.5% | $4,645-74.4% |